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Financial Wellness Tips for Young Professionals

Financial Wellness Tips for Young Professionals

Wednesday, July 17, 2024
12:00 PM - 1:00 PM (EDT)

Event Details

Event Name: Financial Wellness Tips for Young Professionals
Date: July 17, 2024
12-1:00 p.m.
Location: Community Foundation of Broward 
910 E Las Olas Blvd #200, Fort Lauderdale, FL 33301
Parking: Paid parking available in lots outside of the building. 
Description: Join Eric Winn, Financial Advisor with Heller Private Wealth, as we discuss the different aspects to your personal finances that young professionals should be aware of. Topics to be discussed will include principles to building wealth, how to budget and set financial goals, and basics to investing. Your life will always revolve around finances, so it’s never too early to start planning for your own financial health.

Speaker Bio: 

Eric is a Financial Advisor with Heller Private Wealth. He joined Heller Private Wealth after previously working with The Heller Group at Merrill Lynch Wealth Management. He enjoys building long-lasting relationships with clients and providing personalized service. Eric first entered the financial services industry at Morgan Stanley, where he focused on Employee Stock Purchase Plans and IPO Investment Accounts. He supported clients by trading stocks and options on their behalf, as well as assisting them with other strategies.

Eric graduated from the University of Miami with his B.B.A. in Finance. While pursuing his undergraduate studies, he also worked as a recruiting and analytics assistant for the University of Miami Men’s Basketball Team. Eric was also a member of Beta Theta Pi.

Eric is originally from Westwood, Massachusetts and is an avid Boston sports fan. He currently lives in Fort Lauderdale, FL and enjoys golfing and cooking.

For More Information:

Eric Winn
Eric Winn
Financial Advisor